Our Team

David Quella (Dave) has been in the finance industry for over 41 years and currently serves as a Registered Representative for LPL Financial. Throughout his tenure as a financial planner, Dave has guided clients through both prosperous and challenging markets, earning their trust through consistent dedication and sound financial guidance. With extensive knowledge of financial markets and a wide range of investment and insurance products, Dave takes pride in crafting personalized strategies that reflect each client’s unique goals and circumstances. His clients value his experience, integrity, and commitment to delivering a positive and thoughtful experience every time.

Dave holds the Series 7 and Series 63 securities licenses through LPL Financial and is licensed in six states across the United States. He is also licensed in Life, Health, Disability, and Long-Term Care Insurance, enabling him to meet his clients’ diverse investment and insurance needs.

A graduate of Hortonville High School and St. Norbert College, Dave currently resides in Neenah with his wife, Ingrid. He is the proud father of five children and grandfather to seven grandchildren. Outside of work, Dave enjoys playing golf, cheering on his Wisconsin sports teams and is actively involved in men’s ministry at his local church.

Dave looks forward to continuing to share his knowledge and experience with both current and future clients, helping them pursue financial confidence and peace of mind.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: GA, AZ, MO, OH, MN, WI.

Isaac Quella brings over seven years of experience in the finance industry, with a deep passion for helping clients pursue their financial goals. He understands that each client’s journey is unique and is dedicated to delivering personalized service and strategic guidance tailored to their needs. 

As an LPL Financial Advisor, Isaac takes seriously the responsibility of crafting comprehensive financial strategies—designed to help clients enjoy life today while preparing for tomorrow’s uncertainties. He holds both the Series 7 and Series 66 securities licenses through LPL Financial and is licensed in eleven states across the U.S. In addition, he is licensed in Life, Health, Medicare, Disability, and Long-Term Care Insurance, allowing him to meet a wide range of investment and insurance needs.

Acting with a fiduciary focus*, Isaac is fully committed to acting in the best interest of his clients. While being with LPL he has steadily grown his practice through strong relationship-building and by earning the trust and friendship of those he serves.

A native of Appleton, Wisconsin, Isaac graduated from Neenah High School before earning his Business-Finance degree from the University of Wisconsin–Stout, where he graduated Summa Cum Laude with a 4.0 GPA. He and his wife, Madi, currently live in Fox Crossing and are proud parents to their daughter Lydia. Outside of work, Isaac enjoys outdoor activities, traveling, and discovering new restaurants. He is also an active member of his local church and passionate about giving back to his community.

Isaac is grateful to have a career that allows him to serve others in meaningful ways and make a lasting difference in their lives.